Insurance Advisor
1 week ago
We are seeking an experienced Insurance Advisor to promote Sanlam Retail Mass's products and increase market share through effective sales and client service strategies.
Key Responsibilities- Gaining and maintaining an in-depth understanding of SRM product ranges.
- Understanding customer needs, financial goals, and means, and providing the right product(s) that satisfy these goals affordably.
- Continuously updating and informing customers of new products or changes in existing products.
- Validating client details in line with product and regulatory requirements.
- Conducting due diligence on clients to identify and flag potential risks.
- Managing own capacity to ensure daily appointments are prioritised while allowing time for walk-in clients.
- 1-year experience in a sales or marketing capacity.
- Experience within insurance branches is an advantage.
- Matric (Grade 12).
- RE5 advantageous.
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12 months of employment).
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Insurance Claims Advisor
1 week ago
Pretoria, Gauteng, South Africa Santam Insurance Full timeSantam Insurance seeks a highly skilled Insurance Claims Advisor to join our team. In this role, you will be responsible for processing allocated Motor Claims and ensuring they are ready for assessment.The ideal candidate will have excellent communication skills and the ability to manage queries from clients, intermediaries, and service providers.You will...
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Senior Financial Advisor
3 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeCompany DescriptionInnovative Financial Advisor Services is a modern, well-capitalized, and professionally staffed insurance advisory. Our clients benefit from our unique approach and skillset, delivering tailor-made and best-of-breed solutions that are flexible with zero wastage. As an open architecture brokerage, our Senior Advisers can provide solutions...
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Retirement Planning Advisor
1 week ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeAbout UsInnovative Financial Advisor Services is a forward-thinking insurance advisory that offers innovative solutions to meet clients' unique financial needs. Our team of experts provides comprehensive financial planning, investment advice, and retirement planning services to help clients achieve their long-term financial goals.Why Join Us?Opportunity to...
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Executive Financial Strategist
4 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeCompany OverviewInnovative Financial Advisor Services is a forward-thinking, well-resourced insurance advisory firm. Our clients benefit from our unique approach and skillset, delivering bespoke solutions that are flexible and efficient. As an open architecture brokerage, our Senior Advisers can provide tailored solutions on almost every regulated product,...
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Strategic Financial Consultant
3 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeWhy Work with Us?We offer a dynamic and supportive work environment where you can grow your career. As a Senior Financial Advisor, you will have the opportunity to work with a modern, well-capitalized, and professionally staffed insurance advisory that delivers tailor-made solutions to clients.Your Key TasksAs a Senior Financial Advisor, your key tasks will...
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Advisory Services Manager
3 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeOur TeamWe strive to offer innovative solutions to meet our clients' unique financial needs. This role is ideal for a Senior Financial Advisor who wants to work with a modern, well-capitalized, and professionally staffed insurance advisory.Your Key ResponsibilitiesAs a Senior Financial Advisor, you will be responsible for providing comprehensive financial...
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Chief Financial Strategy Specialist
1 week ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeCompany OverviewInnovative Financial Advisor Services is a modern and well-capitalized insurance advisory that offers unique solutions to clients. As an open architecture brokerage, our team of experts can provide comprehensive financial planning, investment advice, and retirement planning services.
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Wealth Management Professional
1 week ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeJob DescriptionWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Innovative Financial Advisor Services. In this role, you will be responsible for providing comprehensive financial planning, investment advice, and retirement planning services to clients. Your primary goal will be to develop and maintain strong...
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Senior Wealth Management Professional
3 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeAbout UsInnovative Financial Advisor Services offers innovative solutions to meet clients' unique financial needs. As an open architecture brokerage, our Senior Advisers can provide solutions on almost every regulated product, fund, short-term insurance, and medical-aid in RSA.Your RoleThis hybrid role is based in Pretoria and Johannesburg, with the...
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Financial Planning Expert
3 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeCompany OverviewInnovative Financial Advisor Services is a well-established, professionally staffed insurance advisory that delivers tailor-made solutions to clients. Our unique approach and skillset enable us to provide flexible and best-of-breed services with zero wastage.Role DescriptionThis full-time role involves providing comprehensive financial...
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Insurance Claims Professional
4 days ago
Pretoria, Gauteng, South Africa BetterSure Financial Consultants Full timeWe are looking for a highly motivated and organized individual to fill the position of Life Insurance Process Expert. The successful candidate will be responsible for ensuring that all life insurance claims are processed smoothly and efficiently, while maintaining high levels of customer satisfaction.The ideal candidate will possess excellent communication...
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Service Advisor
4 days ago
Pretoria, Gauteng, South Africa HJ Bosch and Sons Panelbeaters Full time**About the Role:**We are looking for a talented Service Advisor to join our team at HJ Bosch and Sons Panelbeaters. As a commission-only sales representative, you will have the opportunity to build a strong network in the insurance industry and grow your career in the auto body repair sector.**Responsibilities:Building relationships with insurance brokers...
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Pretoria, Gauteng, South Africa IWCP Johannesburg Ltd Full timeBecome a part of IWCP Johannesburg Ltd's forward-thinking team and embark on a compelling career journey as a financial advisor. Collaborate closely with clients to understand their financial objectives and develop bespoke solutions to meet their needs.Foster meaningful relationships with your clients, offering expert guidance on investments, insurance, and...
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Financial and Insurance Advisors
4 weeks ago
Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full timeDo you have a passion for Financial Planning, looking to get into this amazing profession and building up your own professional practice? For more than six decades, weve helped you dream of it, plan for it, deal with it. Weve been in it with you. All of it. This role enables a driven and ambitious individual to become a trained Financial Planner Excellent...
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Junior Technical Advisor
3 weeks ago
Pretoria, Gauteng, South Africa WeBuyCars Full timeWe are looking for an experienced Technical Advisor to join our contact centre team and provide technical support to customers over the phone. The ideal candidate will have a strong mechanical knowledge and services, excellent communication skills, and a customer-focused mindset. Responsibilities: Answer incoming calls from customers seeking technical...
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Short Term Business Developer
2 days ago
Pretoria, Gauteng, South Africa Sanlam Full timeJob DescriptionWe are seeking a highly motivated and experienced Short Term Financial Advisor to join our team. As a Short Term Financial Advisor, you will be responsible for selling short-term insurance products to clients, providing them with professional advice and guidance to help them make informed decisions about their insurance needs.
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Phone Technical Advisor
5 days ago
Pretoria, Gauteng, South Africa We Buy Cars: The Car Supermarket Full timeOur Phone Technical Advisor will be responsible for providing expert technical assistance to customers over the phone. You will utilize your strong mechanical knowledge and excellent communication skills to troubleshoot complex technical issues and provide timely resolutions.Key Responsibilities:Respond to customer inquiries and provide technical...
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Automotive Service Professional
4 days ago
Pretoria, Gauteng, South Africa HJ Bosch and Sons Panelbeaters Full time**Job Title:** Service AdvisorWe are seeking a highly motivated and independent Service Advisor to join our team at HJ Bosch and Sons Panelbeaters. This is a commission-only role, ideal for someone with a strong network in the insurance industry and knowledge of vehicle repairs or panel beating.**Key Responsibilities:Source new work by building relationships...
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Insurance Sales Professional
4 days ago
Pretoria, Gauteng, South Africa B-Sure Talent Solutions Full timeJob OverviewWe are seeking a highly motivated and results-driven individual to join our team as a Partner Advisor in Bedfordview.
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Financial Planning Expert
1 week ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeJob ResponsibilitiesDevelop and implement tailored financial plans for clients.Provide expert guidance on investments, retirement planning, and wealth management.Maintain strong relationships with clients through regular consultations and communication.Stay updated on the latest market trends and financial regulations.RequirementsTo succeed in this role, you...